Venue
Paséa Hotel & Spa
Paséa Hotel & Spa, 21080 CA-1, Huntington Beach, CA 92648, USA

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Event Date Mon Sep 25 PDT - Tue Sep 26 PDT (about 1 year ago)
In your timezone (EST): Mon Sep 25 3:00am - Tue Sep 26 3:00am
Location Paséa Hotel & Spa
21080 CA-1, Huntington Beach, CA 92648, USA
Region Americas
Details

We’re excited to announce the return of our Conference, focused on an economic update and issues impacting your organization, including:

• M&A trends
• Balance sheet strategies
• Digital assets
• Partnering with fintech
• Liquidity and interest rate risk

We’re also offering breakout tracks on day two—with a general accounting track covering tax, compliance, generally accepted accounting principles (GAAP), and related topics; and a governance track addressing board and audit committee issues, compensation, responsibilities around governance, environmental matters, and insights our auditors have gained from working with banks.

As always, we’ll offer industry insights applicable to CEOs, CFOs, controllers, internal auditors, and audit committee members at community banks. Stay tuned for details on sessions and speakers.

Speakers

2023 Speakers

Adam Keefer
Managing Director, Piper Sandler

Peter Buck
Managing Director, Piper Sandler

Scott Hildenbrand
Head of Financial Strategies Group, Piper Sandler

Eric Sprink
President and CEO, Coastal Financial Corporation

Kenneth Goodwin
Managing General Partner and Founder, Jeanensis Ventures

Al Dominick
Partner, Cornerstone Advisors

David Giesen
Senior Managing Director, Ankura

Gabe Nachand
Partner, Moss Adams

John Mitchell
Owner, M&H Economic Consultants

Theresa Wright
CPA, Partner, Moss Adams

Kassie McLaughlin
CPA, Senior Manager, Moss Adams

James K. Dyer, Jr.
Shareholder, Buchalter

Noory Song
Senior Manager, Moss Adams

Jocali Nakao
Manager, Moss Adams

Gayle Appelbaum
Partner, Human Capital Solutions Practice, Aon

Kristine Hoeflin
Partner, Moss Adams

David Smith
Partner, Manatt, Phelps & Phillips

KC Fike
Senior Manager, Moss Adams